by Mat Sorensen | Jan 31, 2023 | Podcast
Ep.86 SOLO 401K VS. SEP IRA In this episode, Mat and Mark discuss the differences between Solo 401Ks and SEP IRAs; they explain which plan is right for YOU! Article on Solo 401Ks: 2022 Solo 401(k) Contribution Deadlines: Rules, Steps, and Strategies SEP IRA can now be...
by Mat Sorensen | Jan 25, 2023 | Podcast
Ep.85 Investing in Alternative Assets with an IRA or 401k Download Presentation Slides Here. Download Bradley Wealth Slides Here. How the Rich Invest in Alternative Assets and How you can too. Hosted by Mat Sorensen, Aaron Halderman, and Michael Bradley of Bradley...
by Mat Sorensen | Jan 17, 2023 | Podcast
Ep.84 Putting Your Sleepy IRA and 401K $ to Work: Transfer and Roll Over Rules In this episode, Mat and Mark discuss Transfers and Rollovers. And practicing not leaving any money on the table. Set yourself up for success in 2023. Register to get your questions...
by Mat Sorensen | Jan 11, 2023 | Podcast
Ep.83 Your 2023 Savings Goal for Your IRA and 401k Mat and Mark discuss savings habits, matching, and how to maximize retirement account contributions. Set yourself up for success in 2023. Register to get your questions answered Live by Mat and Aaron in our next...
by Mat Sorensen | Jan 11, 2023 | Blog
As 2022 has come to an end, it is critical that Solo 401(k) owners understand when and how to make their 2022 contributions. There are three important deadlines you must know if you have a Solo 401(k) or if you plan to set one up still for 2022. A Solo 401(k) is a...
